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Kestra Investment Management’s Atmos Energy ATO Stock Holding History

Kestra Investment Management’s Portfolio ATO Stock Details ATO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-5,978
Closed -$923K – 477
2025
Q2 		$923K Buy
5,978
+2,103
+54% +$327K 0.01% 294
2025
Q1 		$599K Buy
3,875
+1,277
+49% +$186K 0.02% 245
2024
Q4 		$362K Buy
2,598
+387
+18% +$55K 0.01% 279
2024
Q3 		$307K Buy
+2,211
New +$284K 0.01% 265

Other funds holding ATO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Kestra Investment Management's ATO Position: Q3 2025 in Review

Kestra Investment Management sold out of Atmos Energy (ATO) in Q3 2025, closing a stake of 5,978 shares — an estimated $923K sold.

Kestra Investment Management first reported a position in ATO in Q3 2024 and held it in 4 quarters. The position peaked at $923K in Q2 2025. 910 funds tracked by Wall St. Rank hold ATO as of Q3 2025.

  • Kestra Investment Management reported no remaining Atmos Energy position as of Q3 2025 after selling out during the quarter.
  • Kestra Investment Management sold 5,978 Atmos Energy shares in Q3 2025, an estimated $923K.
  • Kestra Investment Management first reported a position in Atmos Energy in Q3 2024 and held it in 4 quarters.
  • Kestra Investment Management's Atmos Energy position peaked at $923K in Q2 2025.
  • 910 funds tracked by Wall St. Rank held Atmos Energy as of Q3 2025.

Based on Kestra Investment Management's 13F filing for Q3 2025, filed 17 Nov 2025.